Key Points In the first quarter, iPhone shipments increased despite a dip in overall smartphone shipments. Apple could further boost its smartphone market share by adding new AI features. The company’s control over the supply chain should ensure it continues to outperform its peers. 10 stocks we like better than Apple › Apple’s (NASDAQ: AAPL) … Read more
Don't Overlook These Top Bank Stocks After Crushing Q1 EPS Expectations: BSVN, CHMG
The whipping post
Banks kicked off the Q1 earnings season on a positive note, and while the bigwigs like JPMorgan JPM) will get most of the attention, several regional banks are starting to look attractive as well. Regional banks have been doing well because several fundamental tailwinds have shifted in their favor, improving profitability, investor sentiment, and balance-sheet … Read more
These 2 Genius AI Stocks Are Your Best Way to Own Anthropic Before Its IPO
The whipping post
Key Points I’d argue that no other generative AI company has created as much buzz around AI as Anthropic. Its Claude Mythos model was so impressive that it required a coalition between several companies to patch software, and it may never be released. This could lead to further buzz around a more tamed-down Anthropic model, … Read more
How Does Ford Plan to Sustain Its Leadership in US Manufacturing?
Ford Motor Company F manufactures about 80% of the vehicles it sells in the United States, which positions it as one of the country’s largest automakers. The company maintains a significant domestic manufacturing footprint, supporting numerous jobs both directly and indirectly while contributing substantially to the broader economy. Last year, it added several more domestic … Read more
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of … Read more